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Sculati Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Sculati Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Hold
792
– – 0.18% 84
2026
Q1 		$457K Hold
792
– – 0.17% 86
2025
Q4 		$487K Sell
792
-56
-7% -$34.4K 0.17% 86
2025
Q3 		$509K Hold
848
– – 0.18% 86
2025
Q2 		$468K Buy
848
+128
+18% +$63.7K 0.18% 88
2025
Q1 		$338K Sell
720
-36
-5% -$18.3K 0.14% 92
2024
Q4 		$386K Hold
756
– – 0.15% 84
2024
Q3 		$369K Sell
756
-31
-4% -$14.7K 0.15% 88
2024
Q2 		$377K Buy
787
+10
+1% +$4.5K 0.16% 85
2024
Q1 		$345K Sell
777
-262
-25% -$112K 0.15% 86
2023
Q4 		$425K Sell
1,039
-65
-6% -$24.7K 0.2% 77
2023
Q3 		$396K Sell
1,104
-85
-7% -$31.5K 0.2% 78
2023
Q2 		$439K Buy
1,189
+3
+0.3% +$1.01K 0.22% 77
2023
Q1 		$381K Sell
1,186
-35
-3% -$10.3K 0.2% 81
2022
Q4 		$325K Buy
1,221
+11
+0.9% +$3.04K 0.18% 82
2022
Q3 		$323K Buy
1,210
+28
+2% +$8.45K 0.19% 91
2022
Q2 		$331K Buy
1,182
+217
+22% +$67.3K 0.19% 90
2022
Q1 		$350K Buy
965
+376
+64% +$134K 0.17% 91
2021
Q4 		$234K Buy
+589
New +$227K 0.11% 107
2021
Q3 		– Sell
-2,115
Closed -$750K – 119
2021
Q2 		$750K Sell
2,115
-10
-0.5% -$3.36K 0.4% 72
2021
Q1 		$678K Buy
2,125
+130
+7% +$41.6K 0.39% 74
2020
Q4 		$626K Sell
1,995
-273
-12% -$80.1K 0.41% 60
2020
Q3 		$630K Buy
2,268
+25
+1% +$6.78K 0.47% 53
2020
Q2 		$555K Sell
2,243
-37
-2% -$8.29K 0.47% 57
2020
Q1 		$434K Buy
+2,280
New +$483K 0.48% 56

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sculati Wealth Management's QQQ Position: Q2 2026 in Review

Sculati Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 792 shares worth $551K. The position accounts for 0.18% of the portfolio, ranked #84.

Sculati Wealth Management first reported a position in QQQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $750K in Q2 2021. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sculati Wealth Management held 792 shares of Invesco QQQ Trust worth $551K as of Q2 2026.
  • Sculati Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.18% of Sculati Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Sculati Wealth Management first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 25 quarters since.
  • Sculati Wealth Management's Invesco QQQ Trust position peaked at $750K in Q2 2021.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.